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Please post all ideas that concern the DocuWare client in this forum.

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1414 results found

  1. There should be audit logs for trays and a

    There should be audit logs for trays and a Recycle Bin type thing in case files get deleted accidentally

    5 votes

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  2. the ability to link index fields on a form before the form is completed

    Sometimes there is already data in Docuware that should be visual on a form, I'm thinking of a work order, for example. If you could generate the form where the customer data or the work order is already filled in, then that is very clear to the user who then has to fill in the work order with, for example, the materials used or hours worked.
    Now you can only folder this after the form is linked back in Docuware.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. Make a Cabinet field that a URL can be placed into and act as a link.

    Make a Cabinet field that a URL can be placed into and act as a link. This mean the ability to launch the URL from the field.

    5 votes

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    1 comment  ·  Indexing  ·  Admin →
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  4. public form security

    Public Form protection from bots.

    Public Form is very useful but it gives us a bit of unease to use it. it would be super if there would be some security preventive measures that is in place to protect the system when the form is open to public

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. calculate rows in table fields in a workflow

    I have users that complete a spreadsheet for daily activities every month. Columns at the end of the row perform calculations on that row. For example calculating the number of times a kid was seen by a therapist. I would like to be able to use a table field and do the calculations in a workflow. My current work around is only available to those with a local or hybrid system and that is to create a view in local sql database and do the calculations in sql.

    5 votes

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    0 comments  ·  Workflow  ·  Admin →
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  6. Provide the ability to save progress of a docuware form

    Getting many requests from clients for the ability to save and return to eforms prior to submission. Seems like the frequency of the request is increasing as customers request more detailed forms

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Concurrent license option for cloud

    There are a number of problems that I have a difficult time solving with the user licensing with the cloud solution. For example, an organization has 5-10 regular DocuWare users, using the software daily. Same organization has 100 field users who need to sign into DocuWare two or three times per year.

    I realize that a concurrent user license will have a higher monthly cost than a regular user license, but this will allow me to solve problems with DocuWare, rather than having to rely on ancillary or alternative products to do so.

    5 votes

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    0 comments  ·  General  ·  Admin →
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  8. Option to copy document to tray without index data.

    We would like an option to copy a document from a cabinet to a tray without copying all index data.

    5 votes

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  9. Unclip documents from Web Client

    It would be great if users could unclip or reorganize documentos directly from Web Client with a right clik.

    It's very awful or even not valid option for all users copy to web basket and re insert the document. There ir many cases where users doesn't have access to delete documents, and the file cabinet has a field like a unique value.

    5 votes

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    1 comment  ·  Viewing  ·  Admin →
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  10. Can you add forms the mobile app?

    Be able access Forms from the Mobile APp

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. Document Processing From Email

    Document processing can scan a folder to store but it would be great if this could be intergrated to the Outlook watch folder.

    I would like a folder in Outlook, ie "Invoices", to be scanned and automatically stored then document processing detect this and auto-fill and fill the fields and store the document away.

    Currently like we have with the "Folder" option in Document Processing.

    5 votes

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    1 comment  ·  Storing  ·  Admin →
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  12. Forms - Fully Data Enabled

    Requesting full data interaction in Forms. For instance, fill in a key value and have other fields fill in based on that. For instance: last 4 of social pull First Name, Last Name and DOB from data and fills in those fields. I wish that were there all the time and an existing client just asked me to put in a request for it.

    5 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Allow the example to be optional instead of required for field masks.

    In some cases is its is not desirable to provide and example to the user in the store dialog when using a field mask. Additionally, requiring an example to be displayed to the user for each mask limits the re-use of a particular field mask.

    5 votes

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    0 comments  ·  Storing  ·  Admin →
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  14. Scan Configs permanently associated with Client scan settings

    Clients should have the option to make the scan 'processing configuration' permanently associated with a specific set of scan settings. This would allow users to select, from multiple saved scan settings, a specific scan configuration without having to manually change the processing configuration each time.

    5 votes

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  15. use of captcha

    Increase the security of the web client by implementing CAPTCHA as part of the authentication process to start a session.

    5 votes

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  16. Intelligent Indexing and Colour Blindnees

    I have a client that has red-green colour blindness which affects 8% of the male population. This makes Intelligent Indexing difficult as he can not tell which documents have been successfully indexed.
    I propose a graphical representation of the indexing status such as a letter to represent the status i.e. G, Y or R. This will also have a benefit as you be able to sort the documents by indexing status.

    5 votes

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  17. Name of Oganization on browser tab

    It can be useful to those who work on multiple systems to provide assistance.

    5 votes

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  18. Improve Testing and Add Unit Tests to Workflow

    Allow us to create saved unit tests for the workflow system.
    That way we can press a button to see if any modifications broke anything in the system.

    Also date manipulation is broken in the testing environment. Using VBA expressions to change a date, defaults the date to the year 0001 in testing but works fine in actual workflows.

    5 votes

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    2 comments  ·  Workflow  ·  Admin →
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  19. single click to view documents in the viewer

    Instead of double click, make document appear in the viewer with a single click. At a minimum, make it an option to choose between double click and single click.

    5 votes

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    1 comment  ·  General  ·  Admin →
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  20. AutoIndex with Docid

    Add the DOCID field in the list of system fields that can be assigned when doing an AutoIndex. To be able to assign this value to a metadata ot fhe document or to be able to use it in BB.DD connections in order to wirtwe it in the local tables.

    5 votes

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    0 comments  ·  Indexing  ·  Admin →
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